401k Plan data: CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN plan

CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	001

CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

CENTER FOR RESEARCH LIBRARIES has sponsored the creation of one or more 401k plans.

Company Name: CENTER FOR RESEARCH LIBRARIES

Employer identification number (EIN): 362167788

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 PAUL DOETSCH 2013-07-12
001 2011-01-01 PAUL DOETSCH 2012-07-12
001 2010-01-01 TONI KIBORT 2011-07-27

Plan Statistics for CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 25
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 95
Total of all active and inactive participants 2022-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 3
Total participants 2022-01-01 123
Number of participants with account balances 2022-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 36
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 85
Total of all active and inactive participants 2021-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 3
Total participants 2021-01-01 124
Number of participants with account balances 2021-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 43
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 75
Total of all active and inactive participants 2020-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 118
Number of participants with account balances 2020-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 48
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 74
Total of all active and inactive participants 2019-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 123
Number of participants with account balances 2019-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	25
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	95
Total of all active and inactive participants	2022-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	3
Total participants	2022-01-01	123
Number of participants with account balances	2022-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	36
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	85
Total of all active and inactive participants	2021-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	3
Total participants	2021-01-01	124
Number of participants with account balances	2021-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	43
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	75
Total of all active and inactive participants	2020-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	118
Number of participants with account balances	2020-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	48
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	74
Total of all active and inactive participants	2019-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	123
Number of participants with account balances	2019-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2022 : CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-1,186,830
Total of all expenses incurred	2022-12-31	$615,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$615,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$180,911
Value of total assets at end of year	2022-12-31	$11,022,344
Value of total assets at beginning of year	2022-12-31	$12,824,297
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$112
Total interest from all sources	2022-12-31	$163,730
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$26,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$26,427
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Participant contributions at end of year	2022-12-31	$35,307
Participant contributions at beginning of year	2022-12-31	$46,050
Other income not declared elsewhere	2022-12-31	$7,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,801,953
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,022,344
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,824,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$6,508,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,387,636
Value of interest in pooled separate accounts at end of year	2022-12-31	$522,893
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$486,528
Interest on participant loans	2022-12-31	$1,740
Interest earned on other investments	2022-12-31	$161,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$3,933,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$3,881,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,605,019
Net investment gain/loss from pooled separate accounts	2022-12-31	$39,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$180,911
Employer contributions (assets) at end of year	2022-12-31	$21,743
Employer contributions (assets) at beginning of year	2022-12-31	$22,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$615,011
Contract administrator fees	2022-12-31	$112
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	LEGACY PROFESSIONALS LLP
Accountancy firm EIN	2022-12-31	320043599
2021 : CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,665,625
Total of all expenses incurred	2021-12-31	$344,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$343,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$246,910
Value of total assets at end of year	2021-12-31	$12,824,297
Value of total assets at beginning of year	2021-12-31	$11,502,757
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$311
Total interest from all sources	2021-12-31	$137,354
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$29,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$29,385
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Participant contributions at end of year	2021-12-31	$46,050
Other income not declared elsewhere	2021-12-31	$8,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,321,540
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,824,297
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$11,502,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,387,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,239,280
Value of interest in pooled separate accounts at end of year	2021-12-31	$486,528
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$413,372
Interest on participant loans	2021-12-31	$1,583
Interest earned on other investments	2021-12-31	$135,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$3,881,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$3,819,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,169,748
Net investment gain/loss from pooled separate accounts	2021-12-31	$74,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$246,910
Employer contributions (assets) at end of year	2021-12-31	$22,307
Employer contributions (assets) at beginning of year	2021-12-31	$30,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$343,774
Contract administrator fees	2021-12-31	$311
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	LEGACY PROFESSIONALS LLP
Accountancy firm EIN	2021-12-31	320043599
2020 : CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,516,826
Total of all expenses incurred	2020-12-31	$377,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$377,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$287,313
Value of total assets at end of year	2020-12-31	$11,502,757
Value of total assets at beginning of year	2020-12-31	$10,363,397
Total interest from all sources	2020-12-31	$149,969
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$13,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$13,798
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Other income not declared elsewhere	2020-12-31	$6,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,139,360
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$11,502,757
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$10,363,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,239,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,259,029
Value of interest in pooled separate accounts at end of year	2020-12-31	$413,372
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$397,047
Interest earned on other investments	2020-12-31	$149,969
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$3,819,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$3,686,042
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$13,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,063,210
Net investment gain/loss from pooled separate accounts	2020-12-31	$-3,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$287,313
Employer contributions (assets) at end of year	2020-12-31	$30,790
Employer contributions (assets) at beginning of year	2020-12-31	$21,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$363,852
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	LEGACY PROFESSIONALS LLP
Accountancy firm EIN	2020-12-31	320043599
2019 : CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$6,943,931
Total income from all sources (including contributions)	2019-12-31	$6,943,931
Total of all expenses incurred	2019-12-31	$929,681
Total of all expenses incurred	2019-12-31	$929,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$929,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$929,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$303,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$303,628
Value of total assets at end of year	2019-12-31	$10,363,397
Value of total assets at end of year	2019-12-31	$10,363,397
Value of total assets at beginning of year	2019-12-31	$4,349,147
Value of total assets at beginning of year	2019-12-31	$4,349,147
Total interest from all sources	2019-12-31	$147,807
Total interest from all sources	2019-12-31	$147,807
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$6,502
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$6,502
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$6,502
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$6,502
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Other income not declared elsewhere	2019-12-31	$5,194,060
Other income not declared elsewhere	2019-12-31	$5,194,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$6,014,250
Value of net income/loss	2019-12-31	$6,014,250
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,363,397
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,363,397
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,349,147
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,349,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,259,029
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,259,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,814,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,814,327
Value of interest in pooled separate accounts at end of year	2019-12-31	$397,047
Value of interest in pooled separate accounts at end of year	2019-12-31	$397,047
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$320,660
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$320,660
Interest earned on other investments	2019-12-31	$147,807
Interest earned on other investments	2019-12-31	$147,807
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,686,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,686,042
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,214,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,214,160
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$280,737
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$280,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,268,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,268,266
Net investment gain/loss from pooled separate accounts	2019-12-31	$23,668
Net investment gain/loss from pooled separate accounts	2019-12-31	$23,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$303,628
Contributions received in cash from employer	2019-12-31	$303,628
Employer contributions (assets) at end of year	2019-12-31	$21,279
Employer contributions (assets) at end of year	2019-12-31	$21,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$648,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$648,944
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	LEGACY PROFESSIONALS LLP
Accountancy firm name	2019-12-31	LEGACY PROFESSIONALS LLP
Accountancy firm EIN	2019-12-31	320043599
Accountancy firm EIN	2019-12-31	320043599

Form 5500 Responses for CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN

2022: CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

334169

Policy instance

Insurance contract or identification number	334169
Number of Individuals Covered	109
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

334169

Policy instance

Insurance contract or identification number	334169
Number of Individuals Covered	113
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

334169

Policy instance

Insurance contract or identification number	334169
Number of Individuals Covered	115
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

334169

Policy instance

Insurance contract or identification number	334169
Number of Individuals Covered	122
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CENTER FOR RESEARCH LIBRARIES
Employer identification number (EIN):	362167788
NAIC Classification:	611000